1. Unified Methodology
Overview

2. Unified Methodology Overview
The SuccessFactors Unified Methodology is the foundation for all projects: it describes what tasks need to be performed when and includes a detailed roadmap as well as a number of tools and accelerators available to SuccessFactors, Partners and Customers.
SuccessFactors and Partners design and build their services upon the SuccessFactors Unified Methodology, which describes who performs the tasks.
The customer can choose between a standard configuration, “BizXpress” and a customer specific configuration, “BizXpert”.
BizXpress
BizXpert
SuccessFactors Unified METHODOLOGY
WHO
WHAT / WHEN
CUSTOMER
SuccessFactors
Professional Services
Partner
Professional
Services
Customer Led
Activities

3. Benefits of a Proven Methodology
With the Unified Methodology, you get the advantage of:
Predictability: Utilizing repeatable processes and SuccessFactors accelerators allows for the project team to plan for each step in the process. Flexibility: Providing flexibility and scalability to the scope of each customer’s requirements. Reduced Risk: Reducing implementation risk and leveraging best practices and mitigation strategies. On-Time Delivery: Appropriate tollgate and milestone reviews help everyone stay on schedule to achieve project objectives. Knowledge Transfer: Leveraging SuccessFactors’ experience and tactical approach towards ensuring full knowledge transfer to the customer.
Plateau has successfully implemented over 450 customers each having used the same proven implementation approach.
With Plateau’s ENABLE Methodology, you get the advantage of:
Predictability: utilizing repeatable processes and Plateau’s “toolkit” of job aids, templates, and work products allows both teams to plan for each step in the process
Flexibility: providing flexibility and scalability to the scope of each customer’s requirements
Reduced Risk: reducing implementation risk and leveraging best practices and mitigation strategies
On-Time Delivery: appropriate tollgate and milestone reviews help everyone stay on schedule to achieve project objectives
Knowledge Transfer: leveraging Plateau’s experience and tactical approach towards ensuring full knowledge transfer to the custom 3 3

4. Unified Methodology Phases
Define
Prepare
Execute
Launch
Unified Methodology Phases

5. Methodology Overview - Define
The Define phase lays the foundation for a successful
implementation, creating a joint understanding of the
project scope, project goals and how to achieve them.
Goals and Objectives
Understand customer needs and expectations
Select Service Offering
Determine implementation pricing
Initiate auto-provisioning
Provide Customer access to extranet
Resource allocation
Sales to Professional Services transition
Accelerators
Implementation Scoping Questionnaire
Implementation Estimator
SOW template
Schedule A template
Checkpoints
Scope & Project Readiness

6. Methodology Overview - Prepare
The Prepare phase readies the customer for implementation. Assessment and planning activities determine the starting point and project details.
Goals and Objectives
Project Team Mobilization
Project Planning
BizX Maturity Assessment and Alignment
Familiarize Customer with Baseline Functionality
Accelerators
Module Readiness Checklists
BizX Maturity Assessment
Best Practice Configuration Specifications and Instructions
Best practice demo video
Checkpoints
Verify Project Readiness
BizX Maturity Alignment

7. Methodology Overview - Execute
The Execute phase encompasses making and
applying configuration decisions, migration of
data and integration testing.
Goals and Objectives
Technical setup (SSO, FTP, Connectors)
Configuration refinement
Integration testing
Training
Accelerators
Pre-populated Configuration Workbook
Sample Test Cases
Data Mapping Templates
Training curriculum
Checkpoints
Configuration
Sign Off
Integration Testing
Sign Off

8. Methodology Overview - Launch
During the Launch phase the team prepares for go-live. The production environment is prepared, the Customer Success transition occurs, and the Customer is supported through go-live.
Goals and Objectives
Migrate to production environment
Go-Live Readiness
Transition to Customer Success
Formal Production Sign Off
Accelerators
Go-Live Checklist
CS Transition Document
Project Closeout
Checkpoints
Production Readiness
Sign Off

9. Check Points
The acceptance checkpoints are conducted at critical points in the project and are designed to facilitate executive alignment, assess progress throughout the project, identify issues and concerns early and resolve these before the timeline or budget are negatively impacted.
Scope & Project Readiness
Check Point
Ensure the project scope matches the business scope and that the Customer
is ready to engage in project activities
Align the Customer base configuration based on maturity
Ensure configuration, data, and integrations support the process
Ensure the Customer is ready to go-live
Configuration Check Point
Integration Testing Check Point
Production Readiness Check Point
There are three acceptance checkpoints identified in the methodology that are conducted at critical points in the project to facilitate executive alignment:
Design Acceptance
Solution Acceptance
Go-Live Readiness Acceptance

10. Methodology & Implementation Service Offering Relationship
Methodology has phases, accelerators and milestones
Define
Prepare
Execute
Launch
Service offerings have tasks and deliverables

11. Implementation Service Offering Value Propositions
BizXpress
You want BizXpress if time to value is a top priority for your organization. You want to minimize implementation time and cost through fully leveraging SuccessFactors best practices. You are able to drive the implementation using tools and accelerated provided by SFSF.
BizXpert
You want BizXpert if a system that matches your specific business requirements is a top priority for your organization. You prefer a consultative approach that will guide your project team through the implementation using SF tools and accelerators.

12. BizXpress & BizXpert - Side by Side Comparison
Approach
Pre-Configured Best Practice Driven Solution that can be refined but not configured
Pre-Configured baseline with the ability to configure with the consultative relationship with SF Professional Services
Scope
Full suite with three levels of maturity for each product
Full suite with sliding scale maturity
Resource Requirements
Configuration and implementation managed by customer team. Limited front –end enablement and advisory role by SF.
Typical project team structure with project led by Consultant or Project Manager.
Timeline
6-8 weeks to Go-Live
2-8 months to Go-Live
Value Drivers for Customer
Reduced implementation costs
Speed to implementation, ROI, and market impact
Ability to configure beyond best practices
Increased consulting
Increased flexibility

13. Implementation Service Offering Scope Comparison
BizXpress
Unified Methodology
BizXpert
BizX Maturity Model Assessment
Best Practice Configuration
Kickoff
Data Migration
Project Team Orientation
Configuration Workshops
Configuration Iterations
Final Custom Configuration
Configuration Refinement
Final Standard Configuration
Integration Testing
Train the Trainer
Go-Live Planning
Production Readiness
Customer Success Transition

14. What Impact with BizXpert Make?
We will all be using the same process and terminology. There will be less confusion for SF, Partners, and Customers. Moving towards automating what we can means that our Consultants will have more time to focus on the Customer’s business and not redundant tasks.

15. What are the major changes with BizXpert?
Define (Sales):
Estimation is done pre-SOW
SSM handles scoping and pricing
Soft handover between SSM and Director
SSM kicks off auto-provisioning prior to Consultant engagement
Formal transition between SSM and project team
Module specific readiness documents
Prepare (Project Management):
Project Readiness Checkpoint
System overview training (PTO) which can be taken anytime, any number of times
Excel based tool that includes project plan, status report and issue log (Excel macro), eventually will move to SharePoint
Continuous support structure in place from BizXpert process, accelerators and tools.
Execute (Workshops & Configuration):
Sequencing discussion for multi-module projects
Pre-populated workbooks and configuration available via BizXpress
Integration testing for multi-module integration
Success Academy recorded training on connectors
Standard Train the Trainer training for all modules
Launch (Go-Live)
One CS Transition document used across all modules
Post go-live support included in most SOW’s
Project closeout process and documentation (bug list, lessons learned, internal issues log, escalations)

16. BizXpert Methodology Map
Phases
Define
Prepare
Execute
Launch
Tasks
Set Scope & Pricing
SOW Process
Auto-Provisioning
Transition from Sales to PS
Project Resourcing
Customer Introduction
Project Planning
Project Team Orientation
BizX Maturity Assessment
Kickoff Meeting
Configuration Workshops
Configuration Iterations
Data Migration
Integration Testing
Go-Live Planning
Train the Trainer
Go-Live Support
CS Transition
Project Closeout
Checkpoints
Scope & Project
Readiness
BizX Maturity
Alignment
Configuration &
Integration Testing
Acceptance
Production Readiness
Acceptance

17. BizXpert Implementation Process Overview
Project Initiation Activities
Configuration Workshop
Configuration Refinement and System Setup
Go-Live
Customer Success Transition
BizX Maturity Assessment
Data Migration Kickoff
Final Configuration
Production Readiness Activities
BizX Maturity Assessment Results Alignment
Kickoff & Presentation of Best Practice Configuration
Customer Integration Testing
Best Practice Configuration
Project Team Orientation
Train the Trainer
Go-Live Planning

18. SharePoint Improvements
Currently no consistent solution for storing and sharing Customer documentation within SF and with Customers.
Via an interface with ByD we will automatically create Project sites that include document libraries as well as issues lists that Customers and Partners can access.
No consistent way to gather and rollup project status information.
Via an interface with ByD we will create a list of project status criteria that Consultants can fill out on a consistent basis to be rolled up in dashboard reports.

19. Ongoing Challenges - Escalated
Golden snapshot: A typical BizX project the Consultant spends an additional 20 – 80 hours per product reconfiguring (based on the module that they are implementing) the Production environment.
Full integration of product suite: The BizX modules are not completely integrated due to the acquisition of LMS and WFA/P. A typical BizX implementation that includes LMS and another BizX product requires an additional hours per project to complete the integration.
Auto-provisioning with ftp access: Currently consultants have to get the customers IP address to open up the firewall for SFTP and this only happens after the project has started. Any delay in getting the ftp access set up costs the project time. This impacts consultants time by ~ 4 – 8 hours per project.
Simplifying instance access: When a BizX project begins (excluding LMS) the consultant has to request access to the instance via SF Support Portal. Also, authorization from the customer is required before consultants are provided access. Business Impact - Any delay in getting the provisioning access costs the project time. Any place we can automate PS activities, we should. We can save as much as 40 hours ‘Project Time’ (not consultants time).
Self service data migration materials: Though we have tools and connectors for data migration, they are still focused on being consultant led activities. Business Impact – A typical BizX project requires 16 – 48 number of hours from a Consultant to guide the customer through the data migration process.

20. Next Steps Presentation to core PS Leadership team – 11/4
Pilot BizXpert in November (Safran)
Rollout to Directors & Practice Managers – based on pilot outcome
(Practice Directors nominate projects from their regions)
Full rollout (~ Jan)

21. BizXpress Process Overview
BizXpress Kickoff
System Administrator and Setup Training
Configuration Refinement and System Setup
Go-Live
BizX Maturity Assessment
Presentation of Best Practice Configuration
Final Configuration
Customer Success Transition
Go-live Checklist
BizX Maturity Assessment Results Alignment
Best Practice Configuration
End User Train the Trainer
LEGEND:
Prepare
Execute
Launch
Customer Sandbox
PROD Setup